Upcoming

Events

Our events are the closest thing to being a Carson Partner and a great opportunity to see if we’re the right fit for you. We’re on the road year-round meeting amazing advisors who want to provide incredible experiences for their clients and prospects.

We also offer hands-on, interactive webinars about topics that meet you right where you are today – no travel necessary. Both give you the chance to see how we think, experience our technology and get your questions answered. We’re looking forward to seeing you soon!

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Upcoming Events

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Omaha Events

Omaha Partner Experience

November 6 @ 8:00 am - November 7 @ 5:00 pm
Are you Serious about Growing Your Firm, Simplifying Your Life or Finding a Succession Solution? The Omaha Partner Experience is designed to give you a taste of what it means to become a Carson Partner. During your two-day stay in Omaha, you’ll get a firsthand look at why our partners see an average of 40 percent growth their first year, and how you can experience similar results. At our headquarters, you’ll spend two days meeting the...
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Regional Events

Momentum: Grow Your Advisory Business Like Never Before

November 8 @ 11:00 am - 1:00 pm
This exclusive advisor marketing workshop will teach you how to better grow your firm and partner with the top marketing team for advisors. Join us at Truluck’s in Southlake at 11 a.m. CST on Friday, Nov. 8, to discuss how to grow your advisory business using proven marketing strategies. You can learn how Ron Carson and his partners are building some of the fastest growing firms in our industry – and see how you can deliver a truly...
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Regional Events

Momentum: Grow Your Advisory Business Like Never Before

November 13 @ 11:00 am - 1:00 pm
This exclusive advisor marketing workshop will teach you how to better grow your firm and partner with the top marketing team for advisors. Join us at Sullivan’s Steakhouse in Chicago at 11 a.m. CST on Wednesday, Nov. 13, to discuss how to grow your advisory business using proven marketing strategies. You can learn how Ron Carson and his partners are building some of the fastest growing firms in our industry – and see how you can deliver a...
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Omaha Events

Carson University

November 18 - November 22
Carson University is designed to help advisors develop the skill sets required to work with clients throughout the journey from prospect to client, and beyond. The curriculum will focus on how to effectively engage with clients, and leverage Carson Group tools and resources to maximize efficiency. This will be accomplished by leveraging our Carson Wealth, Carson Coaching and Carson Partners experts. By exposing attendees to several...
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